Client Services Representative
3.
5 Austin, TX Austin, TX Full-time Full-time $20 - $22 an hour $20 - $22 an hour 3 hours ago 3 hours ago 3 hours ago About Quest Trust Company As the nation's leading provider of Self-Directed IRAs, Quest Trust Company is reshaping the way we prepare for retirement and build wealth for future generations.
Clients can invest their retirement accounts into alternative investments, including real estate, promissory notes, private companies and much more.
Quest Trust Company is looking for ambitious, dedicated and hardworking business professionals to join the team.
Think you have what it takes? Apply now! Perks &
Benefits:
Our mission is to deliver unparalleled work experience with a culture that values excellence, ambition, teamwork, and a positive atmosphere.
What we provide is continuous education, training, and consistent mentorship which will enable your growth within our company.
We believe in cultivating a philosophy that fosters innovation, integrity, hospitality, and growth.
By maintaining this culture, we create an ambitious sense of purpose allowing us to engage competitively in any market.
$500.
00 sign-on bonus after successfully passing New Hire Review Flexibility to Work from Home after one year of service Opportunity for internal promotions and career development Excellent growth and advancement opportunities Health Insurance (available after 60 days of full-time employment) Parental Leave (available after one year of service) 7 Paid Holidays 66 hours of personal time each year 401(k) plan enrollment after one year of service 10 paid vacation days after one year of service 15 paid vacation days after five years of service Free snacks and drinks for staff Quarterly team building activities and much more Roles & Responsibilities include (but not limited to):
The purpose of the Transfers Specialist is to assist clients who are moving their funds in and out of their retirement accounts at Quest Trust Company.
This role will work closely with individual clients and internal team members.
The position requires heavy phone time, e-mail interaction, research, and strategic thinking.
We are looking for individuals who are client service oriented, self-motivated, comfortable with technology and enjoy working in an ever-changing work environment.
Facilitate client movement of funds in and out of their retirement accounts for new and existing Quest Trust Company clients Manage and develop client relationships to deliver world famous customer service Communicate with internal departments, external IRA custodians and clients via inbound and outbound calls, email, or in person to address concerns regarding movement of funds Work with clients to handle general or complex questions regarding their IRA transfer/rollover Must meet and maintain established performance standards.
Effectively use Salesforce to log client account transfer information Participate in and comply with all required firm and regulatory continuing education provided by Quest Trust Company Stay up to date on industry issues and use that information to serve clients Participate in special projects and other tasks as assigned Education & Experience High School Diploma required A minimum of 6 months to 1 year of directly job-related Skills & Qualifications Detail oriented with the ability to handle confidential investment documents Strong problem solving skills Time management skills with the ability to organize and prioritize Must be able to work well in a team environment Strong data entry skills and ability to multitask Excellent customer service Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook, Teams) Type minimum 55-60 WPM (https:
//www.
keyhero.
com/free-typing-test/) (Attach screen shot of results to resume).
Estimated Salary: $20 to $28 per hour based on qualifications.
5 Austin, TX Austin, TX Full-time Full-time $20 - $22 an hour $20 - $22 an hour 3 hours ago 3 hours ago 3 hours ago About Quest Trust Company As the nation's leading provider of Self-Directed IRAs, Quest Trust Company is reshaping the way we prepare for retirement and build wealth for future generations.
Clients can invest their retirement accounts into alternative investments, including real estate, promissory notes, private companies and much more.
Quest Trust Company is looking for ambitious, dedicated and hardworking business professionals to join the team.
Think you have what it takes? Apply now! Perks &
Benefits:
Our mission is to deliver unparalleled work experience with a culture that values excellence, ambition, teamwork, and a positive atmosphere.
What we provide is continuous education, training, and consistent mentorship which will enable your growth within our company.
We believe in cultivating a philosophy that fosters innovation, integrity, hospitality, and growth.
By maintaining this culture, we create an ambitious sense of purpose allowing us to engage competitively in any market.
$500.
00 sign-on bonus after successfully passing New Hire Review Flexibility to Work from Home after one year of service Opportunity for internal promotions and career development Excellent growth and advancement opportunities Health Insurance (available after 60 days of full-time employment) Parental Leave (available after one year of service) 7 Paid Holidays 66 hours of personal time each year 401(k) plan enrollment after one year of service 10 paid vacation days after one year of service 15 paid vacation days after five years of service Free snacks and drinks for staff Quarterly team building activities and much more Roles & Responsibilities include (but not limited to):
The purpose of the Transfers Specialist is to assist clients who are moving their funds in and out of their retirement accounts at Quest Trust Company.
This role will work closely with individual clients and internal team members.
The position requires heavy phone time, e-mail interaction, research, and strategic thinking.
We are looking for individuals who are client service oriented, self-motivated, comfortable with technology and enjoy working in an ever-changing work environment.
Facilitate client movement of funds in and out of their retirement accounts for new and existing Quest Trust Company clients Manage and develop client relationships to deliver world famous customer service Communicate with internal departments, external IRA custodians and clients via inbound and outbound calls, email, or in person to address concerns regarding movement of funds Work with clients to handle general or complex questions regarding their IRA transfer/rollover Must meet and maintain established performance standards.
Effectively use Salesforce to log client account transfer information Participate in and comply with all required firm and regulatory continuing education provided by Quest Trust Company Stay up to date on industry issues and use that information to serve clients Participate in special projects and other tasks as assigned Education & Experience High School Diploma required A minimum of 6 months to 1 year of directly job-related Skills & Qualifications Detail oriented with the ability to handle confidential investment documents Strong problem solving skills Time management skills with the ability to organize and prioritize Must be able to work well in a team environment Strong data entry skills and ability to multitask Excellent customer service Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook, Teams) Type minimum 55-60 WPM (https:
//www.
keyhero.
com/free-typing-test/) (Attach screen shot of results to resume).
Estimated Salary: $20 to $28 per hour based on qualifications.
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